Wealth Advisor Development Program — North Florida

Bank of America; Destin (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

Bank of America seeks a Financial Advisor in Destin, Florida to join their Merrill Wealth Management team. This role emphasizes building client relationships and recommending investment products tailored to client needs. Candidates are expected to develop a book of business and engage clients through effective communication and personalized service.

Successful applicants will hold Series 7 & 66 licenses, possess prior financial service or sales experience, and demonstrate strong interpersonal skills. This position promotes an inclusive culture and offers extensive training programs.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial service industry and/or sales.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Goal and results oriented.
• Entrepreneurial mindset with extensive prospecting experience.

Responsibilities

• Develop a book of business to meet performance hurdles.
• Handle inbound inquiries from leads regarding Merrill offerings.
• Provide recommendations on investment products and services.
• Collect client profile data according to KYC procedures.
• Document all client interactions and opportunities within Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America seeks a Financial Advisor in Destin, Florida to join their Merrill Wealth Management team. This role emphasizes building client relationships and recommending investment products tailored to client needs. Candidates are expected to develop a book of business and engage clients through effective communication and personalized service.

Successful applicants will hold Series 7 & 66 licenses, possess prior financial service or sales experience, and demonstrate strong interpersonal skills. This position promotes an inclusive culture and offers extensive training programs.